The Margaret and Daniel Loeb Foundation
The Margaret and Daniel Loeb Foundation is a private grantmaking foundation established in 2000 and based in New York City. The foundation is classified as a 501(c)(3) organization and operates as a family foundation supported by Daniel S. Loeb.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$167.4M
+1.5% YoY
Annual Giving
$16.2M
+73.6% YoY
Grant Count
146
+23.7% YoY
Avg Grant Size
$111K
+40.3% YoY
Mission & Focus Areas
The foundation has not provided a formal mission statement. However, its grantmaking demonstrates support across multiple areas including:
- Education (primary focus, including charter schools)
- Jewish causes and Jewish education
- Philanthropy and grantmaking
- Human services
The foundation is known for significant support of Success Academy Charter Schools.
Grantmaking
The foundation does not appear to have a formal published application process based on available information.
How to Apply
based on available information.
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Geographic Focus
Where this funder awards grants
Primary funding activity occurs in New York, with secondary focus in the District of Columbia and Florida.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2023:
- Total Assets: $164.9 million to $165 million
- Total Revenues: $4.37 million
- Total Expenses: $9.84 million
- Total Liabilities: $5.24 million
- Investment Income and Dividends: $4.29 million
As of December 2024:
- Total Assets: $167.4 million
- Total Giving: $16.2 million
The foundation's revenue is primarily derived from investment income and dividends rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $167,433,237 | $164,884,000 | $134,629,281 |
| Revenue | $9,012,837 | $4,367,068 | $-12,262,769 |
| Expenses | $16,858,113 | $9,837,381 | $10,662,311 |
| Qualifying Distributions | $16,656,757 | $9,636,820 | $9,597,097 |
| Net Investment Income | $8,873,120 | $4,268,006 | $40,312,749 |
| Distributable Amount | $7,991,305 | $7,602,781 | $7,927,699 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL S LOEB | DIR/PRES. | 2 | — |
| CARTER POTTASH | DIRECTOR | 0.5 | — |
| MARGARET M LOEB | DIRECTOR | 2 | — |
| NICOLE NADAL | TREASURER | 2 | — |
| ELISSA DOYLE | SECRETARY | 0.5 | — |
Recent News & Activity
Recent developments and announcements
The foundation has been active in Jewish philanthropic initiatives, including support for Jewish education and commemorative giving related to significant community events. The foundation has also redirected funding priorities toward Jewish education initiatives in recent years.
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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